Author: YH Wong

A trusted partner, someone I have worked with for over 20 years and who has been as steady as a Swiss watch recently shared an update from Mark Haefele of UBS Global Wealth Management always a rational voice amid the noise of global markets. A worthwhile read for any serious investors looking to navigate today’s…

Opportunity or Hype? Private equity has long been associated with uncorrelated returns, access to unique deals, and portfolio diversification but is it living up to the promise? Or has the growing buzz outpaced the fundamentals? In this webinar, a long-time partner will cut through the noise to explore where the real opportunities lie in today’s…

The Federal Reserve is widely expected to keep its benchmark interest rate steady this Wednesday. With tariff tensions still simmering and oil prices facing upward pressure from Middle East instability, the path forward is not exactly a walk in the park. The Fed may not blink just yet, but the markets are definitely watching like…

I’m writing this on the way back home, somewhere between a packed schedule and a quiet evening ahead. It is Father’s Day, one of those moments that invites both celebration and reflection. This year, I found myself turning inward. I found myself turning to the Bhagavad Gita, a guidebook for anyone trying to live a…

I will be hitting the road for the next couple of days so my blog might be taking a bit of a nap. Do not worry, I’m not fleeing from the markets. I’m certainly not fleeing from Trump. I will be back soon enough, refreshed and ready to get back in. Oh yeah! I spent…

Pranayama, an ancient practice rooted in the Vedas and detailed in Patanjali’s Yoga Sutra, a foundational Hindu scripture from around 200 B.C., involves breathing exercises designed to clear physical and emotional blockages, freeing the breath and allowing the flow of prana, or life energy. Typically, Pranayama is practiced before meditation to prepare the mind and…

In an interesting discussion with some highly spirited investors, I found myself “defending” America (not Trump). Despite its flaws, the US is still the best house in a shaky neighborhood though even the best houses can spring a few leaks. The largest economy in the world continues to benefit from its free-market spirit, rule of…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…

I recently came across an entertaining and insightful piece by Nicol Natale and Ashley Welch for Everyday Health about CEOs and celebrities who swear by meditation. Meditation, it turns out, is not just for monks on mountaintops. It is a powerful reminder that no matter how fast-paced our environment becomes, the ability to pause and…

I have long shared my definition of “inflation” at conferences and webinars that the cost of essentials like housing, healthcare, and education continues to rise, putting increasing financial pressure on individuals and families. While official government data may suggest inflation is under control, the reality is far more concerning. The standard of living for most…